The Multifamily Office, Reimagined

We’ve been in your shoes. As entrepreneurs ourselves, we understand the myriad of challenges and complexities you face when managing your investments, thinking through your next chapter, navigating tax laws, educating the next generation, and ultimately - leaving a legacy. We offer our partners a cohesive set of solutions to protect and grow wealth, simplify the administration of personal finances, ensure a legacy, and most importantly, make their lives easier.

Our founders, with backgrounds in private equity and financial services, started Pennington with capital generated primarily from successful exits of family businesses -  now, we manage over $3 billion on behalf of ourselves, our families and our clients. With empathy derived from our own experiences, we expertly craft bespoke wealth and financial solutions to alleviate the pain points we encountered ourselves to help individuals and families achieve their goals.

We believe that the resources and approach needed to serve Founders, CEOs, wealth creators, and multi-generational families of complex wealth is continuously evolving. That’s why the quality of the people that support you is a true differentiator for us as an organization. Our multi-disciplinary team is intimately engaged in the high level strategy and the details to support our partner families in achieving their goals.

We’ve learned the common blueprint for success involves alignment of investing alongside each other, sharing best practices, being solutions driven, following through, and always putting the families that we partner with first. We make it our mission to over deliver and create an impact that will endure for generations, making a lasting difference for the families that we have the privilege of partnering with.

We ensure you have access to the resources you need from prioritizing your health and wellness goals to building truly tailored and bespoke  investment strategies. We invest your wealth with thought and rigor, at a risk tolerance you are comfortable with, so you can focus on what really matters: enjoying your life.

We provide objective, sophisticated guidance to entrepreneurs, CEOs, Founders, and their families. We offer a breadth of services, including wealth planning and personal financial administration services that can be accessed individually, or in any combination that suits the needs of our partners. The common denominator is that each of these capabilities is designed around the complex needs of affluent, entrepreneurial individuals and families.

Explore some of the solutions we offer below from tax-advantaged alternative income investing through our PPA platform, to exit planning and personal financial administration. We’ll work with you to create a plan that is tailored and personalized to you and your family’s unique situation.